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Carvana

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Oct 7, 2025 by Kaz (Kaz Nejatian) · said 12 times in 2 episodes since 2025 · across every show →

Mentions by year

brought up most by Kaz (Kaz Nejatian) (8), Keith Rabois (4)

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0122025episodes it came up in
0031622025episodesmentions per episode
2025 12 mentions in 2 episodes 6 per episode

every mention, scene by scene, with the transcript →

Everything said about Carvana, oldest first

Oct 7, 2025 positive
Assertion Supported
Nejatian: Opendoor avoids Carvana's core physical transport logistics
“Carvana moves every single car they buy. Like, Opendoor does not move homes. Like, homes stay where they are.”
Kaz (Kaz Nejatian) Oct 7, 2025 ▶ 28:17 Opendoor CEO: Building the Amazon for Homes
Oct 16, 2025 bullish
Prediction Not checkable as stated
Rabois: Opendoor's Base Case Valuation Is $20B to $50B
“And if we just get the same multiples on what they do, Will be worth tens of billions to fifty billion. That's like the base case.”
Keith Rabois Oct 16, 2025 ▶ 35:49 Keith Rabois: Israel, OpenAI, Opendoor, and DOGE
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